Flaherty & Crumrine Preferred & Income Fund Inc
PFD- Exchange
- NYSE
- SEC CIK
- 0000868578
No open-market purchases or sales by Flaherty & Crumrine Preferred & Income Fund Inc insiders were filed in the last 90 days; 51 institutions reported holding it in 13F filings for Q2 2026, worth $46.3M in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Flaherty & Crumrine Preferred & Income Fund Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 37
- 0 vs. Q2 2022
- Shares held
- 1.23M
- +191.0K (+18.4%) vs. Q2 2022
- Total value
- $13.0M
- +$38.8K (+0.3%) vs. Q2 2022
- New holders
- 4
- 17 more added
- Sold out
- 4
- 5 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PFD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $46.3M |
| Q1 2026 | 50 | $42.5M |
| Q4 2025 | 49 | $44.3M |
| Q3 2025 | 52 | $42.3M |
| Q2 2025 | 47 | $33.8M |
| Q1 2025 | 48 | $31.7M |
| Q4 2024 | 48 | $31.0M |
| Q3 2024 | 45 | $30.0M |
| Q2 2024 | 46 | $24.7M |
| Q1 2024 | 43 | $22.2M |
| Q4 2023 | 43 | $16.7M |
| Q3 2023 | 41 | $14.3M |
| Q2 2023 | 33 | $14.9M |
| Q1 2023 | 40 | $15.8M |
| Q4 2022 | 41 | $15.1M |
| Q3 2022 | 37 | $13.0M |
| Q2 2022 | 37 | $13.0M |
| Q1 2022 | 44 | $15.0M |
| Q4 2021 | 44 | $16.3M |
| Q3 2021 | 42 | $13.9M |
| Q2 2021 | 44 | $19.3M |
| Q1 2021 | 42 | $20.8M |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Flaherty & Crumrine Preferred & Income Fund Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 360 | $3.00K | 0.00% | −325−47.4% | Reduced |
| US Bancorp | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 996 | $11.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,110 | $12.0K | 0.00% | +20+1.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,250 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,290 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,000 | $31.0K | 0.00% | −856−22.2% | Reduced |
| Wolverine Asset Management LLC | 3,990 | $42.0K | 0.00% | +3,990 | New |
| American Portfolios Advisors | 5,251 | $55.7K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8,898 | $94.0K | 0.09% | +8,898 | New |
| Western Wealth Management, LLC | 10,000 | $105.0K | 0.01% | −2,880−22.4% | Reduced |
| Creative Planning | 10,082 | $107.0K | 0.00% | +10,082 | New |
| Cetera Investment Advisers | 10,211 | $108.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,390 | $121.0K | 0.00% | +11,390 | New |
| Cetera Advisor Networks LLC | 13,774 | $146.0K | 0.00% | +14+0.1% | Added |
| Guggenheim Capital LLC | 14,250 | $151.0K | 0.00% | −228−1.6% | Reduced |
| Signature Wealth Management Partners, LLC | 14,351 | $152.0K | 0.17% | 00.0% | Unchanged |
| Covington Capital Management | 14,900 | $158.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,580 | $176.0K | 0.00% | +2,330+16.4% | Added |
| Raymond James & Associates | 17,960 | $191.0K | 0.00% | −1,969−9.9% | Reduced |
| Commonwealth Equity Services, LLC | 21,250 | $225.0K | 0.00% | +829+4.1% | Added |
| Wedbush Securities Inc | 22,475 | $238.0K | 0.01% | +3,207+16.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 28,000 | $297.0K | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 37,379 | $397.0K | 0.00% | +11,277+43.2% | Added |
| LPL Financial LLC | 38,058 | $404.0K | 0.00% | +1,512+4.1% | Added |
| D.A. Davidson & Co. | 38,699 | $411.0K | 0.01% | +5,342+16.0% | Added |
| SFI Advisors, LLC | 40,921 | $434.0K | 0.50% | +722+1.8% | Added |
| Royal Bank of Canada | 60,580 | $643.0K | 0.00% | +8,431+16.2% | Added |
| Wells Fargo & Company | 61,135 | $648.0K | 0.00% | +49,225+413.3% | Added |
| Private Wealth Strategies, L.L.C. | 61,667 | $654.0K | 0.19% | +1,128+1.9% | Added |
| Centaurus Financial, Inc. | 97,295 | $1.03M | 0.10% | +9,359+10.6% | Added |
| UBS Group AG | 101,963 | $1.08M | 0.00% | +14,134+16.1% | Added |
| Advisor Group Holdings, Inc. | 102,831 | $1.09M | 0.00% | +40,997+66.3% | Added |
| Invesco Ltd. | 121,679 | $1.29M | 0.00% | +29,117+31.5% | Added |
| Morgan Stanley | 232,438 | $2.47M | 0.00% | +8,051+3.6% | Added |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −10,957−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,703−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |